Zachary Riera
Osborne Partners · San Francisco, California
Zachary Riera is a fee-only financial advisor at Osborne Partners in San Francisco, California, who holds the CFP credential. Osborne Partners reports charging a percentage of assets and performance-based fees on its Form ADV.
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Who they serve
- Ultra high net worth
- Pre-retirees
Facts
| Firm | Osborne Partners |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Assets under management | $2.65B across 2,125 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6438792 |
| Exams passed | Series 65 (2015) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.osbornepartners.com |
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Questions about Zachary
Is Zachary Riera a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Zachary holds no broker registration, and Osborne Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Zachary charge for financial advice?
Zachary's firm, Osborne Partners, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is Zachary Riera based?
Zachary Riera is based in San Francisco, California.
What credentials does Zachary Riera hold?
Zachary Riera holds the CFP credential.
Is Zachary Riera registered with the SEC?
Yes. Zachary Riera is registered as an investment adviser representative in CA (CRD 6438792), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Osborne Partners manage?
Osborne Partners reports $2.65B across 2,125 accounts in assets under management.
How do I contact Zachary Riera?
Through Zachary's website, www.osbornepartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Osborne Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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